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Pinnacle West Asset Management, Inc.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle West Asset Management, Inc. on CVX, newest first. How the timeline and the estimate are built.

Pinnacle West Asset Management, Inc. held 14,090 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,090 shares
    Change vs previous 13F -120 shares

    1.61% of the 13F portfolio, value $2,336,000.

    13F-HR 0001975730-26-000006 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,210 shares
    Change vs previous 13F -930 shares

    2% of the 13F portfolio, value $2,940,000.

    13F-HR 0001975730-26-000004 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,140 shares
    Change vs previous 13F -275 shares

    1.5% of the 13F portfolio, value $2,307,000.

    13F-HR 0001975730-26-000002 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,415 shares
    Change vs previous 13F +100 shares

    1.55% of the 13F portfolio, value $2,394,000.

    13F-HR 0001975730-25-000009 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,315 shares
    Change vs previous 13F -85 shares

    1.52% of the 13F portfolio, value $2,193,000.

    13F-HR 0001975730-25-000007 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,400 shares
    Change vs previous 13F +170 shares

    1.86% of the 13F portfolio, value $2,576,000.

    13F-HR 0001975730-25-000005 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,230 shares
    Change vs previous 13F +575 shares

    1.58% of the 13F portfolio, value $2,206,000.

    13F-HR 0001975730-25-000002 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,655 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,158,000.

    13F-HR 0001975730-24-000008 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).